B. Riley Wealth Advisors 13F: Adds $7.9M to IAU Stake

The firm raised its stake in IAU by over 400%, now holding 126,977 shares.

By TradeTexts Research Desk · Published Oct 15, 2026, 9:41 PM EDT · Updated Oct 15, 2026, 9:44 PM EDT

Reviewed by automated data checks against the source filing. How we make and check alerts

B. Riley Wealth Advisors added 101,771 shares to its stake in Iau ($IAU), a 403.76% increase, according to a 13F filing with the SEC dated October 13, 2026. It reported 126,977 shares worth $9.92 million at the end of the quarter.

Since the filing, $IAU is up 0.1% to date (from the $78.25 close on Oct 13, 2026).

Find the original: B. Riley Wealth Advisors 13F filings on SEC EDGAR

IAU Iau

$78.34 -3.95% year to date

Daily close · Oct 16, 2026

Key Points

B. Riley Wealth Advisors increased its stake in IAU by 403.8% to 126,977 shares as of the latest SEC filing.
The value of the firm's holdings in IAU now stands at approximately $9.92 million.
No peer institutional activities or analyst updates were reported for IAU.

Get $IAU trade alerts by text

We text you when insiders, Congress or big funds trade $IAU. Free.

Not investment advice. TradeTexts is not a registered investment adviser, and this automated Iau alert may contain errors. Disclosures

B. Riley Wealth Advisors made a substantial move in its holdings of IAU, boosting its position by 403.8%. The firm added 101,771 shares, bringing its total to 126,977 shares, worth about $9.92 million as reported in its latest 13F filing with the SEC. This increase reflects holdings as of the reporting period and may not represent the firm's current position.

13F track record

B. Riley Wealth Advisors vs. the S&P 500

YTD return +6.64% hypothetical

All-time return +6.64% S&P 500 +4.87%

vs. S&P 500 +1.77% ahead of the index

Hypothetical returns from B. Riley Wealth Advisors's disclosed trades, not real profit or advice. How we model this.

What Changed in B. Riley Wealth Advisors' IAU Position

B. Riley Wealth Advisors significantly increased its stake in IAU, adding 101,771 shares to its portfolio. This move brought its total holdings to 126,977 shares, from a previous count of 25,206 shares. The value of this position is approximately $9.92 million.

IAU Stock Snapshot

There is no specific stock price data available for IAU as of the latest report. However, investors often track exchange-traded funds like IAU for their exposure to gold and related assets.

About IAU

IAU is an exchange-traded fund that provides investors with a way to gain exposure to the gold market without having to physically own the metal. It aims to reflect the performance of the price of gold bullion. Investors typically use funds like IAU for diversification and as a hedge against inflation.

Bottom Line

B. Riley Wealth Advisors' significant increase in IAU holdings highlights the firm's strategic interest in gold-related investments. This move, reported in the latest 13F filing, reflects past decisions and may not indicate current positions. Investors often watch such filings to understand institutional sentiment and strategy.

More on this

Source: B. Riley Wealth Advisors's 13F filing on $IAU (Oct 13, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: B. Riley Wealth Advisors 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts